The Markets

Goldman Sachs

What’s driving this week’s market moves – and where are the biggest opportunities? Goldman Sachs traders discuss.

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153 episodes
Updated July 24

Episodes153

Newest first

Jul 14, 2023 · 9 min
Are investors betting the worst is over for U.S. inflation?
How does U.S. inflation stack up against other big economies and what does that mean for financial markets? Gurpreet Gill, macro strategist on the fixed income team of Goldman Sachs Asset Management, breaks down the differences across countries on our latest episode of The Markets, a new weekly podcast from Goldman Sachs Exchanges. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jul 7, 2023 · 10 min
How institutional investors are navigating market crosscurrents
Explaining how crosscurrents in financial markets are impacting how institutional investors allocate assets, Elizabeth Burton, client investment strategist in the Client Solutions Group in Goldman Sachs Asset Management, joins our latest episode of The Markets, a new weekly podcast from Goldman Sachs Exchanges. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jun 30, 2023 · 9 min
Are there green shoots in the IPO market?
Discussing how companies are issuing new stock this year, the market for IPOs, and the other ways corporations are accessing capital in a high-rate environment, Lizzie Reed, global head of the Equity Syndicate Desk in Goldman Sachs Investment Banking, joins our latest episode of The Markets, a new weekly podcast from Goldman Sachs Exchanges. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jun 23, 2023 · 9 min
Can the global economy withstand higher interest rates?
Discussing central bank tightening, trends in artificial intelligence and real estate, and the slowdown in China’s economy, Ashish Shah, chief investment officer of Public Investing within Goldman Sachs Asset Management, joins our latest episode of The Markets, a new weekly podcast from Goldman Sachs Exchanges. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jun 16, 2023 · 10 min
What the Fed’s hawkish pause means for markets
Breaking down the latest decisions from the Fed and the ECB, as well as how corporates are navigating the current economic climate, Jonathan Fine, head of Investment Grade Syndicate in the Americas in Goldman Sachs' Global Banking & Markets, joins our latest episode of The Markets, a new weekly podcast from Goldman Sachs Exchanges. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jun 9, 2023 · 9 min
Why the AI-driven tech rally has legs
Investor enthusiasm for artificial intelligence has driven equity markets higher, but does the current rally have legs? In this week’s Markets podcast from Goldman Sachs Exchanges, Sung Cho, co-head of Tech Investing for Fundamental Equity in Goldman Sachs Asset Management, explains the factors and outlook for the sector. Learn more about your ad choices. Visit megaphone.fm/adchoices
Jun 2, 2023 · 10 min
What’s next for U.S. Treasuries
Discussing what’s next for U.S. treasury issuance as debt ceiling concerns fade, the Fed’s next move, and underlying trends in U.S. equity performance this year, Beth Hammack, co-head of the Global Financing Group in Goldman Sachs’ Global Banking & Markets, joins our latest episode of The Markets, a new weekly podcast from Goldman Sachs Exchanges. Learn more about your ad choices. Visit megaphone.fm/adchoices
May 26, 2023 · 7 min
Are markets pricing in the potential of a default?
Debt ceiling discussions are the primary focus of markets this week but equity and bond markets are reacting in very different ways, explains Candice Tse, a managing director in Goldman Sachs Asset Management, on The Markets podcast. Learn more about your ad choices. Visit megaphone.fm/adchoices
May 19, 2023 · 9 min
Why European stocks are beating US equities
Breaking down this week’s economic data and events from the Euro area, Japan, China and the U.S., Luke Barrs, global head of client portfolio management in Fundamental Equity within Goldman Sachs Asset & Wealth Management, joins our latest episode of The Markets, a new weekly podcast from Goldman Sachs Exchanges. Learn more about your ad choices. Visit megaphone.fm/adchoices
May 12, 2023 · 8 min
Pricing in the probability of a recession
Analyzing this week’s CPI print, continuing concerns in the banking sector, and the ongoing debt limit debate, Joseph Briggs, a global economist in Goldman Sachs Research, joins our latest episode of The Markets, a new weekly podcast from Goldman Sachs Exchanges. Learn more about your ad choices. Visit megaphone.fm/adchoices
May 5, 2023 · 8 min
Fed rate hikes, banking stress & debt limit concerns
Explaining the takeaways from this week’s Fed decision, recent banking sector stress and debt limit concerns, Ashish Shah, chief investment officer of Public Investing in Asset & Wealth Management, joins our latest episode of The Markets, a new weekly podcast from Goldman Sachs Exchanges. Learn more about your ad choices. Visit megaphone.fm/adchoices
Apr 28, 2023 · 10 min
Volatility, Earnings, and European Equities
Discussing US equity volatility hitting a low, the takeaways from US and European earnings, and what to expect in next week’s Fed and ECB meetings, Sharon Bell, Goldman Sachs Research’s senior strategist on the European Portfolio Strategy team, joins our latest episode of The Markets, a new weekly podcast from Goldman Sachs Exchanges. Learn more about your ad choices. Visit megaphone.fm/adchoices
Apr 21, 2023 · 9 min
A ‘bulletproof’ stock market?
Breaking down recent bank earnings, China’s GDP, European markets and the tech sector, Tony Pasquariello, global head of hedge fund coverage for Global Banking & Markets, joins the inaugural episode of The Markets, a new weekly podcast from Goldman Sachs Exchanges. Learn more about your ad choices. Visit megaphone.fm/adchoices

The Markets

Are investors betting the worst is over for U.S. inflation?

How institutional investors are navigating market crosscurrents

Are there green shoots in the IPO market?

Can the global economy withstand higher interest rates?

What the Fed’s hawkish pause means for markets

Why the AI-driven tech rally has legs

What’s next for U.S. Treasuries

Are markets pricing in the potential of a default?

Why European stocks are beating US equities

Pricing in the probability of a recession

Fed rate hikes, banking stress & debt limit concerns

Volatility, Earnings, and European Equities

A ‘bulletproof’ stock market?